WELCOME TO PACKNICK FINANCIAL, LLC
Private Wealth Management
Through Cetera Wealth Services LLC
Dedicated to the professional management of investment assets
for individuals and families.
Bringing a unique blend of clarity, simplicity and organization to the pursuit of your financial goals, no matter how ambitious or modest they may be.
Individually managed investment portfolios and risk-management solutions, designed and executed to meet individual needs and conditions.
A customized blend of investment themes represented by unaffiliated mutual fund managers considered to be "best of breed" in their respective categories.
A menu of full-service features that include Check Writing, Online Bill Pay, a Visa Gold Debit / ATM Card, Mortgage Lending, and Equity Lines of Credit.
Investment solutions offered through premier insurance companies that can provide tax-deferred growth and secure lifetime income.
Sophisticated strategies to address the unique needs of high net worth clients, including the diversification of highly concentrated positions.
We offer a broad range of investment strategies, custom tailored to the objectives of your Trust.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.